Month End Close

The system uses an accounting (transaction) date concept for financial reconciliation. All transactions in the system are captured with the accounting date and this field is generally editable at the time of entry, unless, if the entered accounting date falls in a closed month period. Closing a month, hence, restricts a user from changing the […]

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Reverse a Payment

From the main menu, click on Charges and then go to Edit Charges. On the Edit Charge (Charge Master) screen, enter the Patient Name and click on the DOS from the right to reverse a payment. To reverse payment for a line item, click on the button corresponding to that line. The following screen pops up once […]

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View My New Paper Claims

From the main menu go to Charges and then click on Submit Claims. New Paper claims will be listed under Paper-NEW Claims in the Batch summary tab. Alternately, you can go to the Print/ Re-Bill tab to view New Paper claims. Select the Claim Batch Type as PAPER, Claim Status as NEW, and the from and to Claim […]

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Remove a Paper claim from the un-submitted list

Expand Charges from the main menu and then click on Submit Claims. On the proceeding window, click on the Batch Summary tab. All new paper claims (paper claims that are not printed yet) will be listed under the Paper-NEW Claims section. The unprinted paper claims will be removed from the pending list once they are printed. […]

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Remove an un-submitted electronic batch

From the main menu, go to Charges and click on Submit Charges. On the proceeding window, click on Batch Summary. This screen shows all the unsubmitted claims that are batched. The electronic claims are listed under EDI claims and the paper claims are listed under Paper-NEW Claims. Click on the Claim Details icon corresponding to […]

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View any previously submitted electronic claim batches

From the main menu, select Charges and then click on Submit Claims. On the proceeding window, navigate to the Print/ Re-Bill tab. Select Claim Batch Type as EDI and the Claim Status as SUBMITTED. To view claims between two DOS, enter the DOS From and To dates. You can also search for claims using other search options like Claim […]

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Download the claim batch file to my computer

From the main menu, select Charges and Click on Submit Claims. The Batch claim window opens up as follows and invoke the Batch Summary tab to view the generated batches. From the Batch Summary tab, click on the Download link against the generated batches to download it. As you click on the download link, either the file starts to […]

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Selectively batch claims for a specific DOS

From the main menu navigate to Charges and then click on Submit Claims. The Generate/ Batch Claims window will be shown as below. To batch claims for a specific Date of Service, enter the Date of Service range and click on Generate Batch(es). A Batch confirmation message is displayed once the claims are generated successfully. Click […]

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Print- HCFA/CMS Form

From the main menu, click on Charges and then click on Submit Claims. The Generate/ Batch Claims screen will be shown as below. Enter all the required information and click on Generate Batch(es) to generate claims. After successfully generating the claims, you will be navigated to the Batch Summary tab automatically. The new EDI claims […]

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Generate A Receipt For Product Billing (Superbill Activity Report)

The Superbill Activity Report can be printed individually from the Enter Charges screen or multiple for a date range from Report Central. The Superbill Activity Report is available in the Superbill section of the Report Central. To print the receipt individually from the Enter Charges screen, check the boxes Print Superbill and Show Amount and hit the […]

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